+83.7%
KEYS vs AVAV
+44.7%
+39.0%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +2.9% | -1.0% | +1.5% |
| 7D | +4.4% | +3.2% | +1.2% | +4.0% |
| 30D | -2.2% | -20.3% | +18.1% | +0.5% |
| 3M | +0.5% | -19.4% | +20.0% | +2.3% |
| 6M | +22.4% | -35.3% | +57.6% | +27.2% |
| YTD | +64.1% | -38.5% | +102.6% | +69.0% |
| 1Y | +97.0% | -37.2% | +134.2% | +100.6% |
| 3Y | +152.0% | +31.1% | +120.9% | +120.5% |
| 5Y | +83.7% | +41.0% | +42.7% | +48.3% |
| All | +83.7% | +44.7% | +39.0% | +48.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AVAV.
Daily Out/Under-Performance
Portfolio return minus AVAV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVAV return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded AVAV wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling